Download and customize the tasks and then add written procedures for any tasks that take 2 or more steps in the manual template based on how you conduct business:

Listings (Sellers)

Sales (Buyers)

Lead Gen – Database

Lead Gen – Farms

Lead Gen – Social Media, Internet

Marketing Networking

Hire-Onboard

Team Admin

Here is how we recommend you get started working on this project;

Work on Listing & Sales tabs first (use any checklists or procedures you already have in place)

Revise and customize the tasks for both areas (essentially everything you do from A to Z when working with a buyer and seller)

Use the columns to identify who is responsible for the tasks now (and who would do what for future team members and growth)

Next write the procedures for any task that requires 2 or more steps. Use screenshots to illustrate steps if applicable. You can also use screen capture software to record video tutorials (Snag-it, Camtasia, Screeenflow)

Real Estate and Reality meet as co-hosts, Jan O’Brien and Matt Emerson bring you Tips, Tools, & Topics to supercharge your business. They'll share their insights along with interviews with industry thought leaders. The ethos of WBNL Coaching is helping you to align and connect so that you can prosper. The Wandering Zen segment will offer you some inspiration so that you can disconnect and recharge.

Visit WBNL Podcastfor all of our Episodes, Show Notes, Videos and Links to Resources

Download and customize the tasks and then add written procedures for any tasks that take 2 or more steps in the manual template based on how you conduct business:

Listings (Sellers)

Sales (Buyers)

Lead Gen – Database

Lead Gen – Farms

Lead Gen – Social Media, Internet

Marketing Networking

Hire-Onboard

Team Admin

Here is how we recommend you get started working on this project;

Work on Listing & Sales tabs first (use any checklists or procedures you already have in place)

Revise and customize the tasks for both areas (essentially everything you do from A to Z when working with a buyer and seller)

Use the columns to identify who is responsible for the tasks now (and who would do what for future team members and growth)

Next write the procedures for any task that requires 2 or more steps. Use screenshots to illustrate steps if applicable. You can also use screen capture software to record video tutorials (Snag-it, Camtasia, Screeenflow)

Real Estate and Reality meet as co-hosts, Jan O’Brien and Matt Emerson bring you Tips, Tools, & Topics to supercharge your business. They'll share their insights along with interviews with industry thought leaders. The ethos of WBNL Coaching is helping you to align and connect so that you can prosper. The Wandering Zen segment will offer you some inspiration so that you can disconnect and recharge.

Visit WBNL Podcastfor all of our Episodes, Show Notes, Videos and Links to Resources